The DM Foreign Equity Portfolio is managed according to the same criteria as the DM Canadian Equity Portfolio, but invests strictly in the shares of US and foreign companies listed on major North American exchanges

DM balanced portfolios are created by combining any of the above equity mandates with our fixed income allocation at the asset mix most appropriate for the client’s investment profile and risk tolerance. DM limits fixed income holdings to investment grade corporate and government bonds and adds value through duration adjustment, credit analysis, and liquidity management.

Pooled

The DM Small Cap Fund is designed to provide investors with superior long-term rates of return by investing in the common shares of small and mid-capitalization North American companies. Stocks are selected on the basis of management strength, valuation, and strong cash flow generation. The fund is used as a complement to other DM equity mandates to increase capital growth in diversified client portfolios.

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